See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,904 | $111,724+29.7% | $93,606+54.8% | $145,922-0.7% |
| Participation rate | 76.5% | 74.2%+2.3pp | 68.7%+7.7pp | 80.3%-3.8pp |
| Annual return | 11.43% | 202.98%-191.5pp | 133.20%-121.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,180 | $3,090-61.8% | $2,420-51.3% | $4,660-74.7% |
| Participant deferral / active EE | $4,814 | $4,912-2.0% | $4,411+9.1% | $6,688-28.0% |
| Admin fee / account holder | $19,634 | $10,250+91.6% | $8,285+137.0% | $13,397+46.6% |